Courses
Retirement Plan Services II
This course continues a three-part series addressing the skills needed to administer retirement plans and employee benefits.
This course concludes with a comprehensive exam.
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- Available settings
- On-Campus, South Bend, IN
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- School
- Retirement Plan Services
Participants should have completed Retirement Plan Services I before registering for Retirement Plan Services II.
Areas of Study Include: ERISA Fiduciary Rules, Consequences of Breach, OCC Examinator Procedures, Choosing Funds and Investment Design, Alternative Plan Designs, Permitted Disparity, Non-Qualified Plans, Commingled Trust Funds
Related Courses
Retirement Plan Services III
Master advanced topics including SECURE Act, distribution rules, and Modern Portfolio Theory. Develop lifetime income strategies and complex plan management skills. Essential for senior professionals and CRPP certification. Prerequisites: RPS I and II.
ERISA Compliance & Risk Management
Master ERISA compliance for financial institutions offering retirement plans. Explore DOL and IRS mandates, key examination areas, and internal risk evaluation strategies. Ideal for compliance officers, risk managers, and ERISA professionals seeking to enhance their expertise in retirement plan governance and risk mitigation.
IRA Professional School
Comprehensive course leading to the CISP (Certified IRA Services Professional) designation. Explore traditional and Roth IRAs, rollovers, special distributions, and employer-sponsored plans. Cover inheritance rules, investment issues, and prohibited transactions.